Get the free Credit Union Security Authorization Request - CUAnswers
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CU×BASE Users & Security Officers
Credit Union Security Authorization Request
Revised: December 9, 2015
This form must be used to request access for credit union employees to log in to CU×BASE.
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How to fill out credit union security authorization
How to fill out credit union security authorization:
01
Obtain the credit union security authorization form from your credit union. This form may be available online or at a branch location.
02
Begin by providing your personal information, including your full name, address, phone number, and email address. This information is necessary for identification purposes and communication.
03
Next, indicate your account details, such as your account number or member ID. This helps the credit union ensure that the authorization is applied to the correct account.
04
Specify the duration of the security authorization by indicating the start and end dates. This allows you to control the authorization period according to your needs.
05
Choose the specific actions or permissions you are authorizing. Examples may include making withdrawals, accessing account statements, transferring funds, or updating account information.
06
Review the terms and conditions of the security authorization. Ensure that you understand the responsibilities and liabilities associated with granting this authorization.
07
Sign and date the credit union security authorization form to indicate your consent. Your signature is essential for validating the authorization request.
08
Submit the completed form to your credit union. Consider making a copy for your records.
Who needs credit union security authorization?
01
Individuals who want to grant someone else access to their credit union accounts.
02
Business owners who want to delegate financial responsibilities to employees or partners.
03
Family members or caregivers who assist elderly or incapacitated individuals with managing their finances.
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